Professional
Added to YB: 2025-07-07
Pitch date: 2025-04-09
BLDR [bullish]
Builders FirstSource, Inc.
-11.15%
current return
Author Info
No bio for this author
Company Info
Builders FirstSource, Inc., together with its subsidiaries, manufactures and supplies building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers in the United States.
Market Cap
$10.6B
Pitch Price
$122.09
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.64
P/E
18.21
EV/Sales
0.98
Sector
Building Products
Category
growth
Parnassus Mid Cap Growth Fund New Position: Builders FirstSource, Inc.
BLDR (new position): Largest US building products distributor benefiting from economies of scale in fragmented market. Bought after interest rate sell-off. Expect continued market share gains, industry consolidation, and stock buybacks from strong FCF.
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